Vice President, North America Institutional Sales, Investment Management at Morgan Stanley

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Apr, 26

Salary

200000.0

Posted On

16 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Investment Strategies, Sales Processes, Communication Skills, Organizational Skills, Collaboration, Fundraising, Market Knowledge, Consultant Relations, Client Account Management, Marketing, Compliance, Legal, Private Markets, Public Markets, Tailored Content

Industry

Financial Services

Description

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in twenty-four countries, and a total of $1.7 trillion in assets under management as of December 31, 2024. MSIM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. North American Institutional Sales Team The North American Institutional Sales Team is responsible for driving growth across the MSIM suite of investment capabilities through the development of new relationships, the enhancement of existing relationships, and the application of a holistic and partnership-oriented approach to provide a best-in- client experience. The Vice President role will focus on driving fundraising results across MSIM’s platform - equities, fixed income, private credit, private equity, private real assets, and hedge funds. This individual will work closely with the Managing Director and Executive Director on the team to develop and strengthen new and existing client relationships in the East region. The team works in close partnership with consultant relations and investment teams to deliver the full breadth of MSIM’s investment ideas and solutions to clients. Responsibilities As a Vice President in the East region, you will be responsible for: Developing and maintaining relationships with institutional asset owners across the East (Northeast and Southeast) region of the United States. Client types include public pensions, corporate pensions, insurance, endowments, foundations, and healthcare systems. Cultivating strong relationships with the critical internal teams including consultant coverage, investment teams, client account management, marketing, compliance and legal. Maintain detailed knowledge of products across public and private markets to effectively position solutions to clients. Creating tailored content and client materials to position MSIM solutions. Strategically prospecting for new business, including the use of client relationship management (CRM) systems and data/analytics. Requirements Ideally 6+ years plus of experience developing new client relationships at an asset management platform, with exposure to private markets asset classes. A history of helping successfully build and maintain client relationships with sophisticated asset owners. An understanding of institutional sales processes, including best practices working with consultant coverage and investment teams. Investment and markets acumen with the ability to synthesize, distill, and articulate investment strategies in a straightforward manner. An understanding of institutional segments such as corporate defined benefit, public pension systems, insurance, endowments, foundations, and healthcare systems Excellent communication skills, both written and presentation skills. Very strong organizational skills. Results-oriented thinker who embraces accountability. Success working in a highly collaborative environment. Enthusiasm to travel as needed. FINRA Series 7 and 63 required. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $150,000 and $200,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Responsibilities

The Vice President will develop and maintain relationships with institutional asset owners in the East region and work closely with internal teams to deliver investment solutions. Responsibilities include strategic prospecting for new business and creating tailored client materials.